The Heising Family Trust - Revocable is listed as Shareholder at Independent Financial Group, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Independent Financial Group, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does The Heising Family Trust - Revocable work?
The Heising Family Trust - Revocable is listed as Shareholder at Independent Financial Group, LLC on SEC Form ADV.
How much of Independent Financial Group, LLC does The Heising Family Trust - Revocable own?
Form ADV reports a beneficial ownership band of 25-50%.